General Business & Finance Templates

The following SharePoint application templates were designed with various Business and Finance related tasks or goals in mind. Although designed with a specific goal in mind, SharePoint allows you to further customize the application template. This allows you to create a site or sub-site which fits perfectly within your own Business or Finance department.

Business Performance Reporting

The Business Performance Reporting application template helps organization managers track the satisfaction of customers through a combination of surveys and discussions. Surveys can be sent via Office InfoPath 2007 which are then consolidated by the template to give an overall response to a series of questions.

This template is available in English only.

Compliance Process Support

The Compliance Process Support Site application template helps both teams and executive sponsors to manage compliance implementation endeavors. The site allows users to specify control tasks required to meet regulation requirements as well capture compliance issues as they arise. The application template contains document libraries used by team members to store related files as well as a calendar to track key audit dates.

Board of Directors

The Board of Directors application template provides a single location for an external group of members to store and locate common documents such as quarterly reviews, shareholder meeting notes and annual strategy documents. The template also tracks tasks, issues and calendar items so board members have a single location to view information relevant to them.

This template is available in English only.

To view this sample site with read-only access, please enter the username demo@mysharepoint.org with password testing when prompted.

Disputed Invoice Management

The Disputed Invoice Management application template helps accounts payable departments track open invoices including the potential savings associated with paying the invoice early. The site includes useful templates for analyzing the reasons invoices are being disputed as well as tracking who to contact for more information.

This template is available in English only.

Employee Activities Site

The Employee Activities Site application template helps manage the creation and attendance of events for employees. Activity owners use the site to review proposals for new activities and create event calendar items. Employees use the site to sign up as well as track which activities they've attended in the past.

This template is available in English only.

To view this sample site with read-only access, please enter the username demo@mysharepoint.org with password testing when prompted.

Employee Self-Service Benefits

The Employee Self-Service Benefits application template provides tools for an organization to inform employees about available benefits as well as enabling them to enroll for each benefit.

This template is available in English only.

To view this sample site with read-only access, please enter the username demo@mysharepoint.org with password testing when prompted.

Room and Equipment Reservations

The Room and Equipment Reservations application template helps teams manage the utilization of shared meeting rooms and equipment. The application template enables team members to identify times when specific rooms and/or equipment are available and place a reservation for a specified time.

To view this sample site with read-only access, please enter the username demo@mysharepoint.org with password testing when prompted.

Expense Reimbursement and Approval Site

The Expense Reimbursement and Approval application template helps manage elements of the expense approval process, saving time for approvers. Employees can enter expense information into the application template. Approvers can then review the information and manage the payment approval. Users monitor the status of their reimbursement request through a filtered view listing their outstanding requests.